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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
John Schweitzer (CRD# 5495160) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Concord, CA and has over 15 years of experience in the finance industry.
Jill Shibuya (CRD# 6924355) is an Investment Advisor Representative working at Archvest Wealth Advisors, Inc. in Concord, CA and has over 6 years of experience in the finance industry. Jill Shibuya has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rodney Spradlin (CRD# 2552773) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 29 years of experience in the finance industry.
Marlyn Stark (CRD# 1142450) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 29 years of experience in the finance industry.
Eric Stjernstrom (CRD# 5454505) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 16 years of experience in the finance industry.
Kristina Toland (CRD# 5597433) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 15 years of experience in the finance industry.
Giang Tran (CRD# 4853018) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 19 years of experience in the finance industry.
Zachary Weirich (CRD# 6464388) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 8 years of experience in the finance industry. Zachary Weirich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Wenzel (CRD# 5505119) is an Investment Advisor Representative working at Archvest Wealth Advisors, Inc. in Walnut Creek, CA and has over 9 years of experience in the finance industry. John Wenzel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Michael West (CRD# 1560715) is an Investment Advisor Representative working at Avantax Advisory Services in Concord, CA and has over 28 years of experience in the finance industry.